Meet Our Team

Team photo

Financial planning is personal, and our professionals work as a cohesive team, guiding clients through life with individual attention and care. We’re passionate about what we do, and we’re committed to providing exemplary service for each of our clients. Whether you’re concerned for your own financial needs, your family’s, or your business’s, our multigenerational practice is prepared to support your success for years to come.

 

Gary W Taylor , CFP®, CLU®, ChFC®, AEP®

Founder and CEO

Office 434-295-2700


Fax 434-817-1065


Email

Read Bio

Michael T Joyce , CFP®, RICP®, ChFC®, CLU®, ChSNC®

Partner

Office 434-295-2700


Email

Read Bio

Tripp Duerson , CFP®, RICP®, CLTC®

Partner

Office 434-485-8702


Mobile 434-401-0717


Fax 434-485-8713


Email

Read Bio

Kari Taylor Baldys

Director of Investment Operations

Office 434-817-3469


Email

Read Bio

Nick Wright

Associate Financial Advisor

Mobile 434-548-1632


Office 434-817-1060


Email

Read Bio

Craig J Huff , MBA

Investment Associate

Office 434-817-1060


Email

Read Bio

Courtney L Wideman

Client Service Associate

Office 434-295-2700


Email

Read Bio

Jessica L Spaur

Director of Insurance Operations

Office 434-817-2568


Email

Read Bio